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Best Salesforce Financial Services Cloud Alternatives in 2026

Updated

20 apps from insurance CRM software ranked against Salesforce Financial Services Cloud on the same published basis.

  1. 1
    InsuredMine Free trial AndroidiOSWeb 8.6
    Salesforce Financial Services Cloud vs InsuredMine
  2. 2
    AgencyZoom Free trial AndroidiOSWeb $99/mo8.5
    Salesforce Financial Services Cloud vs AgencyZoom
  3. 3
    Fat Agent apiiOSWeb $50/mo8.5
    Salesforce Financial Services Cloud vs Fat Agent
  4. 4
    Zoho CRM Free plan AndroidapiiOSWeb $14/mo8.5
    Salesforce Financial Services Cloud vs Zoho CRM
  5. 5
    Freshsales Free plan AndroidapiextensioniOSWeb $9/mo8.4
    Salesforce Financial Services Cloud vs Freshsales
  6. 6
    GloveBoxCRM AndroidiOSWeb 8.3
    Salesforce Financial Services Cloud vs GloveBoxCRM
  7. 7
    NextAgency Free trial AndroidiOSWeb $5.90/mo8.3
    Salesforce Financial Services Cloud vs NextAgency
  8. 8
    HubSpot CRM Free plan AndroidiOS $15/mo8.2
    Salesforce Financial Services Cloud vs HubSpot CRM
  9. 10
    Bitrix24 CRM Free plan AndroidapiiOSLinuxMac $49/mo7.4
    Salesforce Financial Services Cloud vs Bitrix24 CRM
  10. 11
    PolicyTek apiWeb 7.3
    Salesforce Financial Services Cloud vs PolicyTek
  11. 12
    Creatio CRM Free trial AndroidapiiOSself-hostedWeb 7.3
    Salesforce Financial Services Cloud vs Creatio CRM
  12. 13
    Caspian Free plan apiWeb $49/mo7.1
    Salesforce Financial Services Cloud vs Caspian
  13. 14
    Pipedrive Free trial WebiOSAndroid 7.0
    Salesforce Financial Services Cloud vs Pipedrive
  14. 15
    Vaatun Vantage apiWeb 6.9
    Salesforce Financial Services Cloud vs Vaatun Vantage
  15. 16
    Nutshell Free trial WebiOSAndroid $13/mo6.9
    Salesforce Financial Services Cloud vs Nutshell
  16. 17
    Applied Epic for Salesforce Web 6.8
    Salesforce Financial Services Cloud vs Applied Epic for Salesforce
  17. 18
    Act! Free trial WebiOSAndroid $30/mo6.8
    Salesforce Financial Services Cloud vs Act!
  18. 19
    AgencyBloc AMS+ Web 6.5
    Salesforce Financial Services Cloud vs AgencyBloc AMS+
  19. 20
    Insureio Free trial extensionWeb $25/mo6.5
    Salesforce Financial Services Cloud vs Insureio
  20. 21
    NexLife CRM Web $300/mo6.4
    Salesforce Financial Services Cloud vs NexLife CRM

Salesforce Financial Services Cloud alternatives compared

#AppScoreFree planFromRuns on
1InsuredMine8.6No—Android, iOS, Web
2AgencyZoom8.5No$99/moAndroid, iOS, Web
3Fat Agent8.5No$50/moAPI, iOS, Web
4Zoho CRM8.5Free plan$14/moAndroid, API, iOS, Web
5Freshsales8.4Free plan$9/moAndroid, API, Browser, iOS, Web
6GloveBoxCRM8.3No—Android, iOS, Web
7NextAgency8.3No$5.90/moAndroid, iOS, Web
8HubSpot CRM8.2Free plan$15/moAndroid, iOS
10Bitrix24 CRM7.4Free plan$49/moAndroid, API, iOS, Linux, Mac, self-hosted, Web, Windows
11PolicyTek7.3No—API, Web
12Creatio CRM7.3No—Android, API, iOS, self-hosted, Web
13Caspian7.1Free plan$49/moAPI, Web
14Pipedrive7.0No—Web, iOS, Android
15Vaatun Vantage6.9No—API, Web
16Nutshell6.9No$13/moWeb, iOS, Android
17Applied Epic for Salesforce6.8No—Web
18Act!6.8No$30/moWeb, iOS, Android
19AgencyBloc AMS+6.5No—Web
20Insureio6.5No$25/moBrowser, Web
21NexLife CRM6.4No$300/moWeb
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Questions about Salesforce Financial Services Cloud alternatives

What is the best alternative to Salesforce Financial Services Cloud?

InsuredMine, number 1 in insurance CRM software with a score of 8.6 out of 10. The others here: AgencyZoom, Fat Agent, Zoho CRM and 16 more.

What is the best free alternative to Salesforce Financial Services Cloud?

Zoho CRM is the best-ranked alternative with a free plan. 5 of the 20 alternatives here publish a free plan on their own pricing pages.

How are these alternatives ranked?

Ranked mobile-first: a phone app alongside the web or desktop product, a free tier and the depth of its documentation.